iSHARES TRUST - CRBN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | No change | 1,306,320 | 330,460 | 0.56% | 0.56% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 210,064 | 53,140 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 165,819 | 41,947 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASPIRIANT, LLC | History | No change | 122,719 | 31,044 | 0.77% | 0.77% | 4 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLIANZ SE | History | No change | 114,015 | 28,842 | 0.3% | 0.3% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 105,867 | 26,781 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investure, LLC | History | No change | 104,863 | 26,527 | 1.66% | 1.66% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 86,521 | 19,277 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 58,149 | 14,606 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BSW Wealth Partners | History | No change | 55,343 | 14,000 | 1.56% | 1.56% | 10 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 48,746 | 12,332 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 35,434 | 8,963 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 32,130 | 8,127 | 0.12% | 0.12% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 30,255 | 7,654 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 22,274 | 5,634 | 0.12% | 0.12% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 18,105 | 4,580 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 15,622 | 3,951 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 15,141 | 3,830 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 14,252 | 3,605 | 1.23% | 1.23% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 14,093 | 3,565 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,826 | 3,244 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 12,767 | 3,229 | 0.23% | 0.23% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,642 | 3,198 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,618 | 3,194 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 11,929 | 3,017 | 1.25% | 1.25% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| University of Maryland Foundation, Inc. | History | No change | 10,000 | 2,530 | 4.51% | 4.51% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 8,555 | 2,164 | 0.34% | 0.34% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 8,696 | 2,153 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gradient Investments LLC | History | No change | 8,150 | 2,061 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 7,967 | 2,015 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 7,716 | 1,952 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 7,344 | 1,857 | 0.11% | 0.11% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,344 | 1,857 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 7,344 | 1,857 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 7,274 | 1,840 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 6,794 | 1,718 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HighTower Advisors, LLC | History | No change | 6,044 | 1,528 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,443 | 1,376 | 0.34% | 0.34% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,201 | 1,315 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 5,065 | 1,281 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,034 | 1,273 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,995 | 1,263 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,894 | 1,238 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westmount Partners, LLC | History | No change | 4,067 | 1,028 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FMR LLC | History | No change | 3,972 | 1,004 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ally Invest Advisors Inc. | History | No change | 3,918 | 991 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,826 | 967 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plum Street Advisors, LLC | History | No change | 3,747 | 947 | 0.3% | 0.3% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,566 | 902 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 3,369 | 852 | 0.34% | 0.34% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Wealth | History | No change | 3,344 | 846 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 3,299 | 834 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,146 | 795 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 3,079 | 778 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 2,849 | 720 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,673 | 676 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 2,444 | 618 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,354 | 595 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,128 | 538 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,971 | 498 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 1,972 | 498 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,913 | 484 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,908 | 479 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,837 | 464 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,829 | 462 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Patten Group, Inc. | History | No change | 1,803 | 456 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CERTUITY, LLC | History | No change | 1,755 | 444 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Belpointe Asset Management LLC | History | No change | 1,718 | 434 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,686 | 426 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,624 | 410 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Legacies Wealth LLC | History | No change | 1,588 | 401 | 0.22% | 0.22% | 71 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ellenbecker Investment Group | History | No change | 1,472 | 372 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | No change | 1,421 | 359 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cerity Partners LLC | History | No change | 1,410 | 356 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,396 | 353 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KilterHowling LLC | History | No change | 1,294 | 327 | 0.15% | 0.15% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,265 | 319 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,260 | 318 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 1,233 | 311 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,224 | 309 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Futures Ltd Liability Co. | History | No change | 1,206 | 305 | 0.12% | 0.12% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,175 | 297 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Widmann Financial Services, Inc. | History | No change | 1,145 | 289 | 0.15% | 0.15% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TruNorth Capital Management, LLC | History | No change | 1,003 | 253 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 989 | 250 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 971 | 245 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 960 | 242 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 932 | 234 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 925 | 233 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creekside Partners | History | No change | 885 | 223 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| &PARTNERS | History | No change | 879 | 222 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 844 | 213 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 827 | 209 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 823 | 205 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 806 | 203 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| One Capital Management, LLC | History | No change | 909 | 202 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atomic Invest LLC | History | No change | 794 | 199 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Parkside Financial Bank & Trust | History | No change | 760 | 192 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| AdvisorNet Financial, Inc | History | No change | 752 | 190 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 634 | 160 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 523 | 132 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| PRUDENTIAL PLC | History | No change | 439 | 111 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Meramec Financial Planners, LLC | History | No change | 444 | 110 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 391 | 98 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Investors Research Corp | History | No change | 362 | 91 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PROFFITT & GOODSON INC | History | No change | 353 | 89 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 283 | 71 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Community Financial Services Group, LLC | History | No change | 272 | 68 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Russell Investments Group, Ltd. | History | No change | 247 | 62 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 210 | 53 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 200 | 50 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 163 | 41 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 162 | 41 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Signature Equity Partners, LLC | History | No change | 133 | 33 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brooklyn FI, LLC | History | No change | 126 | 31 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | No change | 115 | 29 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 110 | 27 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 25 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 102 | 25 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 94 | 23 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 84 | 21 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 80 | 20 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 76 | 19 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 60 | 15 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | No change | 49 | 13 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| VANGUARD ADVISERS INC | History | No change | 50 | 12 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 4Thought Financial Group Inc. | History | No change | 49 | 12 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Financial Life Planners | History | No change | 51 | 12 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Front Row Advisors LLC | History | No change | 45 | 11 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kroeger Financial Partners | History | No change | 34 | 8 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Crewe Advisors LLC | History | No change | 29 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Archer Investment Corp | History | No change | 21 | 5 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Community Bank, N.A. | History | No change | 17 | 4 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westfuller Advisors, LLC | History | No change | 17 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rossby Financial, LCC | History | No change | 18 | 4 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dunhill Financial, LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Bernard Wealth Management Corp. | History | No change | 7 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |